Shannon
Vizza
Htg Investment Advisors Inc
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About this Advisor
Shannon Vizza is a financial advisor who works out of New Canaan, Connecticut with 5 years of industry experience. Vizza is an advisor for Htg Investment Advisors Inc. Throughout their career, they have worked at Mackey And Guasco, Htg Investment Advisors Inc and Homemaker. Vizza has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Connecticut. Htg Investment Advisors Inc is a registered investment firm that has its headquarters in New Canaan, CT. It manages $719 million in assets under management between its 1,315 accounts, making it one of the larger firms in the country by assets under management. Of its 1,315 client accounts, 61% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules depend on which service is offered. However, fees billed by Htg Investment Advisors Inc most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Htg Investment Advisors Inc Brokerage Details
$719,238,011
13
1,315
$546,949
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Shannon Vizza Work History
Shannon has been registered as a financial advisor for 5 years.*
Htg Investment Advisors Inc
Mackey And Guasco
Homemaker
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shannon Vizza to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Htg Investment Advisors Inc
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
New Canaan, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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